Perennial Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 203,345 shares of NTSX stock, worth $9.13 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
203,345
Previous 273,671
25.7%
Holding current value
$9.13 Million
Previous $10.8 Million
20.16%
% of portfolio
1.31%
Previous 1.78%
Shares
5 transactions
Others Institutions Holding NTSX
# of Institutions
74Shares Held
15.3MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC5.98MShares$268 Million16.51% of portfolio
-
Rational Advisors LLC Huntington, NY1.26MShares$56.4 Million5.39% of portfolio
-
Cwm, LLC1.01MShares$45.3 Million0.21% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA875KShares$39.3 Million1.23% of portfolio
-
Wj Interests, LLC Sugar Land, TX874KShares$39.2 Million23.65% of portfolio